Khaos Control Cloud Setup Guide - System Data - Agents

Khaos Control Cloud Setup Guide - System Data - Agents

Overview​

This page is intended to compliment the training you undertake to help you set up your Khaos Control Cloud for your business.
The Help menu is also available by clicking on the yellow question mark button in the top right of your screen or selecting Help from the navigation bar within any screen in the system. It’s context-sensitive and will display relevant information depending on where you are within Khaos Control Cloud. The information includes:
  1. A description of the main page you are using.
  2. Information on the fields within the current screen.
  3. A list of related videos which will guide you through important tasks related to the screen that you are on.

System Data

System Data is found under System Setup from the left navigation bar.
System Data is a list of items that the rest of the system uses in its various screens to function. This is the area allows you to set-up your key central data, such as Customer Types, Tax Rates, Currency Conversions, Stock Types, etc. To enter any of the areas within the System Data grid double click its line.
  1. From within any area of system data you can enter edit mode via the green Edit button at the top of the screen.
  2. The information within system data can be changed at any time however once it has been used it can no longer be deleted.
  3. Save any changes using the Save Screen button in the top right.

Agents

This is where you can set up a list of Agents that can be linked to sales orders. Agents created here will populate the drop-down in the sales order additional tab. They can be reported on in the [Reports] section of the system in the product, customer and invoice sales reports.

Adding new Agents

To add a new Agent:
  1. Click the Edit button.
  2. Click the + New button.
  3. Type the name of Agent you wish to create.
  4. Repeat steps 2 & 3 as required for additional Agents.
  5. When finished click the Save Screen button.

Editing Agents

To edit an existing Agent:
  1. Click the Edit button.
  2. Change the details of the agent(s) as required.
  3. When finished click the Save Screen button.

Deleting Agents

To delete an Agent:
  1. Click the Edit button.
  2. Green select the Agent(s) as required.
  3. Click the Del button.
    1. It is not possible to delete an Agent who has entries on the system registered against them. In this instance enable the Hide checkbox so that the agent`s name will not appear in drop-down lists whilst still being visible in all historical information such as documents and reports.
  4. When finished click the Save Screen button.